How Non Qualified Deferred Compensation Plans Work

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Should you use your non-qualified deferred comp plan? Dana Anspach explains the pros, cons, and key considerations. • SUBSCRIBE to our channel for more retirement insights: • https://www.youtube.com/c/Sensiblemon... • Non-qualified deferred compensation plans offer unique tax advantages but come with complexities. Dana Anspach from Sensible Money breaks down how these plans work, their potential benefits, and critical factors like tax timing, investment strategy, and sequence risk to help you decide if it's the right choice. • What to watch next: • “The Ultimate Primer on Health Savings Accounts” • • The Ultimate Primer on Health Savings... • Related links: • FREE REPORT: 4 Things Near Retirees Must Know About the 4% Rule • https://www.sensiblemoney.com/four-pe... • FREE REPORT: 10 Worst Money Moves for Near Retirees • https://www.sensiblemoney.com/retirem... • Control Your Retirement Destiny: Download Chapter 1 for Free • https://www.sensiblemoney.com/control... • For more expert insights and personalized retirement planning, visit our website: • https://www.sensiblemoney.com/ • Schedule a complimentary consult: • https://www.sensiblemoney.com/premeet... • 00:00 - Introduction to Non-Qualified Deferred Compensation Plans • 01:28 - How Non-Qualified Deferred Comp Plans Work • 03:30 - Key Differences from a 401(k) • 04:57 - Real-Life Examples and Tax Implications • 06:22 - Managing Payout Timing and Distribution Choices • 07:28 - Hidden Risks and Sequence Risk • 09:42 - Prioritizing HSA, 401(k), and Deferred Comp Contributions • 11:00 - Investment Options and Timing Strategy • #RetirementPlanning #FinancialRetirementPlanning #FinancialRetirementPlanning • DISCLOSURES • This presentation is for informational purposes only and is not a solicitation to buy or sell securities or provide investment advice. Sensible Money, LLC (“SM”) is a registered investment adviser. Registration does not imply endorsement. For information on SM’s services and fees, you can find our disclosure documents at https://adviserinfo.sec.gov/firm/summ.... Charts or examples are for illustration only and do not guarantee future results. Past performance is not indicative of future outcomes, and investing involves risks, including the possibility of loss.

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